Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MCSVX (MAINSTAY CONVERTIBLE FUND CLASS B) | 3.15% | 8.42% | 2.21% | 0.90% | 3.96% | 5.99% | 5.62% | 6.53% |
Data as of 02/20/2025, AR inception is 05/30/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCSVX (MAINSTAY CONVERTIBLE FUND CLASS B) | 05/30/1986 | 02/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.70 | 8.42 | 2.21 | 0.90 | 3.96 | 5.99 | 5.62 | 6.53 | 3.15 | 4.99 | 7.84 | -15.28 | -11.51 | 25.50 | 21.04 | -3.50 | 9.82 | 10.41 | -2.14 | 6.37 | 24.22 | 8.17 | -6.15 | 16.72 | 41.43 | -34.27 | 13.86 | 8.98 | 6.72 | 4.87 | 21.46 | -9.50 | -4.73 | 6.53 | 32.50 | 0.91 | 10.65 | 11.41 | 19.44 | -4.40 | 8.88 | 8.67 | 48.47 | -6.70 | 6.75 | 8.29 | -9.41 | -0.37 |
| Sharpe Ratio | NA | 0.25 | -0.20 | -0.09 | 0.17 | NA | NA | 0.35 | 3.48 | -0.21 | 0.41 | -1.01 | -0.48 | 1.12 | 1.98 | -0.39 | 1.45 | 0.93 | -0.22 | 0.63 | 2.80 | 0.86 | -0.35 | 1.29 | 2.84 | -1.39 | 0.96 | 0.63 | 0.60 | 0.52 | 2.56 | -0.86 | -0.57 | 0.15 | 3.21 | -0.22 | 1.07 | 1.82 | 3.57 | -1.19 | 0.47 | 0.73 | 4.49 | -1.14 | 0.19 | 0.54 | -1.61 | -0.65 |
| Standard Deviation(%) | NA | 7.64 | 11.32 | 17.19 | 14.08 | NA | NA | 11.99 | 6.57 | 7.70 | 8.83 | 16.49 | 23.88 | 22.41 | 9.89 | 12.27 | 6.36 | 10.98 | 9.95 | 10.09 | 8.64 | 9.56 | 17.45 | 12.91 | 14.56 | 25.30 | 11.39 | 9.18 | 7.64 | 7.62 | 8.10 | 12.38 | 12.55 | 16.56 | 9.13 | 10.96 | 6.66 | 4.30 | 4.36 | 6.19 | 14.47 | 8.52 | 9.92 | 10.43 | 5.37 | 6.72 | 8.33 | 6.84 |
| Draw Down(%) | NA | 5.47 | 14.97 | 34.36 | 34.36 | NA | NA | 44.55 | 1.09 | 5.41 | 8.25 | 17.09 | 23.08 | 25.77 | 6.27 | 15.25 | 3.66 | 11.16 | 11.43 | 9.09 | 4.49 | 9.42 | 22.06 | 11.82 | 10.17 | 43.15 | 8.50 | 8.58 | 6.26 | 8.18 | 5.06 | 17.80 | 17.81 | 12.70 | 5.18 | 16.26 | 6.44 | 5.05 | 2.96 | 10.81 | 13.90 | 5.19 | 4.32 | 15.21 | 4.99 | 4.49 | 18.02 | 6.47 |
| Yield(%) | 0.00 | 2.25 | 1.94 | 1.33 | 2.98 | 4.59 | 4.53 | 6.52 | 0.00 | 2.26 | 3.50 | 0.51 | 0.66 | 0.21 | 2.25 | 5.11 | 6.62 | 2.58 | 6.93 | 10.58 | 4.85 | 5.75 | 5.87 | 1.41 | 2.77 | 0.51 | 9.20 | 0.78 | 1.03 | 0.50 | 1.09 | 1.40 | 2.19 | 20.34 | 15.60 | 8.14 | 12.54 | 8.63 | 4.02 | 3.79 | 3.86 | 3.01 | 3.17 | 3.79 | 6.09 | 5.60 | 4.22 | 2.39 |
Data as of 02/20/2025, AR inception is 05/30/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCSVX (MAINSTAY CONVERTIBLE FUND CLASS B) |
-8.61%
Apr 2021 - Apr 2024 |
-2.70%
Feb 2004 - Feb 2009 |
2.20%
Aug 2000 - Aug 2010 |
3.60%
Oct 1993 - Oct 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCSVX (MAINSTAY CONVERTIBLE FUND CLASS B) |
27.61%
Oct 1990 - Oct 1993 |
17.07%
Feb 2009 - Feb 2014 |
14.34%
Sep 1990 - Sep 2000 |
10.08%
Sep 1990 - Sep 2005 |
Annualized Rolling Returns Comparison Chart